Stone Summit Wealth’s Walmart Inc WMT Stock Holding History

Stone Summit Wealth’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.31M	Sell	11,530 -20	-0.2%	-$2.48K	0.33%	64
2026 Q1	$1.44M	Sell	11,550 -50	-0.4%	-$6.14K	0.4%	62
2025 Q4	$1.29M	Hold	11,600	–	–	0.35%	63
2025 Q3	$1.2M	Hold	11,600	–	–	0.34%	63
2025 Q2	$1.13M	Hold	11,600	–	–	0.35%	69
2025 Q1	$1.02M	Sell	11,600 -10	-0.1%	-$938	0.35%	71
2024 Q4	$1.05M	Hold	11,610	–	–	0.35%	69
2024 Q3	$938K	Hold	11,610	–	–	0.3%	77
2024 Q2	$786K	Hold	11,610	–	–	0.28%	76
2024 Q1	$699K	Hold	11,610	–	–	0.24%	82
2023 Q4	$610K	Sell	11,610 -27	-0.2%	-$1.43K	0.23%	92
2023 Q3	$620K	Hold	11,637	–	–	0.27%	86
2023 Q2	$610K	Hold	11,637	–	–	0.25%	86
2023 Q1	$572K	Sell	11,637 -1,152	-9%	-$54.7K	0.25%	84
2022 Q4	$604K	Sell	12,789 -75	-0.6%	-$3.56K	0.3%	82
2022 Q3	$556K	Buy	12,864 +36	+0.3%	+$1.58K	0.34%	77
2022 Q2	$520K	Buy	12,828 +795	+7%	+$36.7K	0.31%	79
2022 Q1	$605K	Buy	+12,033	New	+$565K	0.34%	76

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Stone Summit Wealth's WMT Position: Q2 2026 in Review

Stone Summit Wealth reduced its Walmart Inc (WMT) stake by 0.17% in Q2 2026, selling an estimated $2.48K and leaving 11,530 shares worth $1.31M. The position accounts for 0.33% of the portfolio, ranked #64.

Stone Summit Wealth first reported a position in WMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.44M in Q1 2026. 2,229 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Stone Summit Wealth held 11,530 shares of Walmart Inc worth $1.31M as of Q2 2026.
Stone Summit Wealth sold 20 Walmart Inc shares in Q2 2026, an estimated $2.48K.
Walmart Inc made up 0.33% of Stone Summit Wealth's portfolio in Q2 2026, its #64 holding.
Stone Summit Wealth first reported a position in Walmart Inc in Q1 2022 and has held it in 18 quarters since.
Stone Summit Wealth's Walmart Inc position peaked at $1.44M in Q1 2026.
2,229 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.